Charlotte Office

7401 Carmel Executive Park Drive

Suite 101
Charlotte, NC 28226

Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So, keep checking in. We’re glad to have you reading along.

Please feel free to contact us if you would like to have us write something on a topic important to you. 

Monday, February 22, 2021

Each fall the Treasury Department announces inflation adjustments to tax-advantaged retirement accounts and income limits for the following tax year. They recently announced contribution limits and changes for the 2021 tax year. For...

Thursday, February 18, 2021

Do Not Make This COMMON Retirement Mistake! Going for growth is important BUT IT IS NOT THE ONLY thing you should do!

Thursday, February 18, 2021

Clients and friends ask all the time where they should put their money. That’s a great question, and it would be even better if there were a one-size-fits-all answer. Unfortunately, though, market performance is fickle. The same...

Friday, February 12, 2021

Chances are you’ve caught wind of recent market news involving Wall Street traders, GameStop, Reddit & Robinhood. Clients have reached out to us wondering if any of the related market volatility could impact their portfolios....

Tuesday, February 9, 2021

Though the U.S. still leads the global tally with over 25% of all confirmed COVID -19 cases, new daily case numbers are down as vaccinations ramp up to nearly one million doses being delivered per day. With a narrowly approved budget...

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Monday, February 8, 2021

Investing in 2019 was fairly easy. The Standard & Poor’s 500 Index (S&P) returned nearly 28% for the year with only a few bumps along the way. Today, however, we're faced with a very different market. More and more uncertainties...

Friday, February 5, 2021

The first week of 2021 has already had many ups and downs. Just because it’s a new year doesn’t mean that the 2020 issues go away, and so far, 2021 has been no exception to this rule. The markets opened on January 4 and...

Thursday, February 4, 2021

We strive to keep you regularly updated with important market changes and news.Please listen to the most recent market update from Phil Blancato, President and CEO of Ladenburg Thalmann Asset Management, a well-known name in the...

Wednesday, February 3, 2021

As we’ve seen, data breaches, such as the Russian-based SolarWinds attack that was announced late last year, can have major impact on online security. In light of these recent data breaches, we wanted to send along some tips to...